PRATIKSHA RATHOD
Data Analyst
Mumbai,Maharashtra
Summary
Investment Analyst at State Street building Python and SQL pipelines that automate large financial datasets and cut manual reporting time by 30%+. Translates portfolio, margin, and valuation data into Tableau dashboards and executive-ready analysis for senior stakeholders. Strengthens decision-making through financial modeling, source-to-target mapping, and data quality controls across the analytics lifecycle.
Overview
2
2
years of professional experience
2
2
years of post-secondary education
Work History
Investment Analyst
State Street
08.2025 - Current
- Automate Python-based data pipelines to extract and process large-scale financial datasets, reducing manual reporting time by 30% and improving reliability.
- Build interactive Tableau dashboards that track KPIs and operating margins for senior leadership across recurring and ad hoc reporting cycles.
- Analyze multi-source financial datasets to surface trends and correlations, translating findings into actionable operational recommendations.
- Partner cross-functionally on financial models for earnings forecasts and valuation analyses to support stakeholder decision-making.
- Author source-to-target mapping artifacts that clarify data lineage across the integration lifecycle.
- Document data quality controls and governance requirements to support consistent metadata management across financial reporting workflows.
- Apply advanced analysis across reporting and valuation workstreams to strengthen portfolio insights and investment recommendations.
Investment Analyst Intern
State Street
02.2025 - 08.2025
- Flagged data quality issues per analysis cycle while supporting portfolio strategy reviews.
- Collaborated with senior analysts to refine portfolio management strategies and recommend corrective action on data issues.
- Analyzed internal and external sources to support due diligence on legal documentation and risk exposure.
- Synthesized findings into structured market research reports for senior leadership and investment strategy discussions.
- Applied SQL, Python, and Tableau to validate data, automate reporting, and surface trends for review.
- Supported valuation analysis and risk assessment by consolidating inputs into clear, decision-ready summaries.
Investment Analyst Intern
Bharti AXA Life Insurance
06.2024 - 08.2024
- Tracked analysis logs daily to keep data lineage audit-ready across investment research and reporting.
- Built financial reports and valuation models to evaluate prospective investments, supporting market research and competitive analysis for product enhancement.
- Maintained precise data lineage and audit-ready logs across analysis activities and project records.
- Coordinated deal-financing research across financial institutions, strengthening cross-team documentation and stakeholder communication.
Education
Master of Business Administration - Finance
Jankidevi Bajaj Institute of Management
Mumbai 11.2023 - 11.2025
Skills
SQL (data validation & analysis)
Python (Pandas, NumPy)
Tableau (Dynamic Dashboards, KPI Tracking)
Statistical Analysis
Data Pipelines & Automation
Financial modeling
Valuation analysis
Portfolio analysis
Due diligence
Risk assessment
Data quality governance
Source-to-target mapping
Data lineage
Metadata management
Stakeholder communication
Regression modeling
Predictive modeling
Sentiment analysis
Timeline
Investment Analyst
State Street
08.2025 - Current
Investment Analyst Intern
State Street
02.2025 - 08.2025
Investment Analyst Intern
Bharti AXA Life Insurance
06.2024 - 08.2024
Master of Business Administration - Finance
Jankidevi Bajaj Institute of Management
11.2023 - 11.2025